SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE (EIN 952789388) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

HERNAN DIAZ ALONSO

Phone

2136132200

Tax Period

2023-09-01 to 2024-08-31

SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE, founded in 1972, is a mid-sized nonprofit in the Education sector that reported $30.0M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Net assets of $70.9M represent 28 months of operating reserves.

Mission

THE SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE IS A FULLY ACCREDITED SCHOOL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,101,228

Program Service Revenue $28,050,889

Investment Income $777,504

Other Revenue $43,114

TOTAL REVENUE $29,972,735

Expense Breakdown

Grants Paid $7,439,352

Salaries & Benefits $16,262,427

Fundraising Expenses $373,387

Program Expenses $23,808,470

Other Expenses $8,020,790

TOTAL EXPENSES $31,722,569

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,972,735	$34,694,264	-0.1%
Expenses	$31,722,569	$32,551,145	0.0%
Net Income	$-1,749,834	$2,143,119	-1.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

442

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$898,640

Total Directors

$783,258

Key Employees

$1,533,238

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HERNAN DIAZ ALONSO	DIRECTOR/CEO/INSTRUCTOR	40.00	Officer Director	$579,777	$70,450	$650,227
MIRA HENRY	TRUSTEE/FACULTY/INSTRUCTOR	40.00	Director	$112,500	$16,222	$128,722
PHOEBE YEE	SECRETARY (AS OF 04/24)	8.00	Officer Director	$2,000	$0	$2,000
ROY CHOI	TRUSTEE	4.00	Director	$2,000	$0	$2,000
THOMAS STRICKLER	CHAIR	8.00	Officer Director	$0	$0	$0
SUZANNE BODA	VICE CHAIR	8.00	Officer Director	$0	$0	$0
BYRON MERRITT	VICE CHAIR	8.00	Officer Director	$0	$0	$0
DAN SWARTZ	TREASURER	8.00	Officer Director	$0	$0	$0
ABBY SHER	SECRETARY (THRU 04/24)	8.00	Officer Director	$0	$0	$0
MIHO ASADA	TRUSTEE	4.00	Director	$309	$0	$309
BARBARA BESTOR	TRUSTEE	4.00	Director	$0	$0	$0
JOSEPH DAY	TRUSTEE	4.00	Director	$0	$0	$0
BRYAN FLAIG	TRUSTEE	4.00	Director	$0	$0	$0
FRANK O GEHRY	TRUSTEE	4.00	Director	$0	$0	$0
FERNANDO GUTIERREZ	TRUSTEE	4.00	Director	$0	$0	$0
THOM MAYNE	TRUSTEE	4.00	Director	$0	$0	$0
JERRY NEUMAN	TRUSTEE	4.00	Director	$0	$0	$0
KEVIN RATNER	TRUSTEE	4.00	Director	$0	$0	$0
STEVEN SONG	TRUSTEE	4.00	Director	$0	$0	$0
SAM TELLER	TRUSTEE	4.00	Director	$0	$0	$0
SUE GOSNEY	CFO	40.00	Officer	$224,059	$22,354	$246,413
JOHN ENRIGHT VICE-DIR	CHIEF ACADEMIC OFF./INSTRUCTOR	40.00	Key Emp	$354,836	$28,800	$383,636
ELENA MANFERDINI	GRADUATE PROGRAM CHAIR/INSTRUCTOR	40.00	Key Emp	$307,661	$27,396	$335,057
MARCELYN GOW UNDERGRADUATE	PROGRAM CHAIR/INSTRUCTOR	40.00	Key Emp	$285,432	$26,053	$311,485
DAVID RUY POST GRADUATE	PROGRAM CHAIR/INSTRUCTOR	40.00	Key Emp	$289,423	$9,000	$298,423
KRISTY HEATHER BALLIET	UNDERGRADUATE PROGRAM CHAIR/INSTRUCTOR	40.00	Key Emp	$184,577	$20,060	$204,637
ERIK GHENOIU	INSTRUCTOR	40.00	Highest	$212,646	$21,705	$234,351
ERIC MOSS	INSTRUCTOR	40.00	Highest	$203,708	$12,728	$216,436
HOWARD COY	INSTRUCTOR	40.00	Highest	$193,461	$19,503	$212,964
LIAM YOUNG	INSTRUCTOR	40.00	Highest	$191,837	$20,265	$212,102
PAUL HOLLIDAY	CHIEF ADMINISTRATIVE OFFICER	40.00	Highest	$175,207	$10,560	$185,767
MARCELO SPINA	FORMER TRUSTEE/FACULTY/INSTRUCTOR	40.00		$162,309	$18,720	$181,029

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$29,972,735	$31,722,569	$92,351,018	$-1,749,834
2023	$34,694,264	$32,551,145	$88,461,166	$2,143,119
2022	$32,213,108	$32,155,548	$85,808,571	$57,560
2021	$34,168,253	$28,722,252	$93,582,078	$5,446,001
2020	$28,393,649	$26,993,714	$83,979,530	$1,399,935
2019	$29,187,519	$25,624,665	$81,112,901	$3,562,854
2018	$29,466,576	$24,759,541	$77,799,164	$4,707,035

SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE